Junior Wealth Executive

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth, sales prospecting and financial planning, including pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.

• Provide direct administrative and analytical support to the Executive Wealth Director and his team.
• Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings.
• Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards.
• Prepare necessary materials, reports, and presentations for client review meetings.
• Para planner in closing sales and meeting sales targets.

• Handle the opening, closing, transferring, and maintenance of client accounts.
• Accur...